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FIMTX: FEDERATED INTERMEDIATE MUNICIPAL TRUST INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 9.65 0.01(0.10%) May 01
Asset Class: | Muni National Interm |
MyPlanIQ Rating: | (70%) |
Start Date: | 12/30/1985 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.12% |
Expenses | 0.46% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/18/1986 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -0.9 | 2.9 | -0.7 | 1.3 | 2.1 | 2.9 | 2.8 | 4.2 | 6.5 | -7.7 | 0.8 | 4.6 | 7.0 | 0.5 | 4.5 | 0.2 | 2.8 | 6.5 | -1.9 | 5.0 | 9.7 | 2.8 | 9.9 | -3.6 | 0.7 | 3.9 | 2.5 | 3.4 | 4.4 | 8.4 | 4.2 | 8.9 | -2.5 | 5.3 | 6.9 | 4.0 | 11.6 | -3.8 | 9.7 | 7.1 | 10.8 | 6.5 | 9.0 | 5.1 | 0.2 | 11.7 | 0.1 |
Sharpe Ratio | NA | -2.92 | -0.33 | -1.04 | -0.07 | 0.32 | NA | NA | 0.68 | 0.68 | -2.64 | 0.52 | 0.6 | 3.19 | -0.57 | 2.06 | 0.01 | 1.52 | 3.8 | -0.71 | 2.18 | 3.82 | 1.03 | 3.03 | -0.9 | -0.95 | 0.33 | 0.17 | 0.88 | 1.36 | 2.53 | 0.75 | 2.17 | -2.31 | 0.77 | 1.37 | 0.14 | 2.81 | -1.64 | 2.67 | 1.89 | 2.98 | 0.47 | 1.13 | 0.12 | -0.67 | 2.17 | NA |
Draw Down(%) | NA | 1.4 | 4.5 | 12.2 | 12.2 | 12.2 | NA | NA | 12.2 | 4.8 | 11.4 | 2.1 | 11.0 | 1.6 | 1.8 | 1.4 | 5.4 | 2.4 | 1.2 | 5.3 | 2.2 | 2.2 | 4.2 | 3.0 | 10.6 | 3.2 | 1.1 | 1.6 | 4.0 | 3.6 | 3.3 | 3.4 | 2.1 | 4.9 | 1.5 | 1.7 | 3.0 | 1.2 | 7.0 | 2.4 | 2.0 | 1.3 | 1.7 | 1.9 | 1.9 | 10.8 | 4.1 | 0.0 |
Standard Deviation(%) | NA | 2.4 | 3.1 | 2.9 | 4.1 | 3.2 | NA | NA | 3.0 | 3.3 | 3.5 | 1.5 | 7.4 | 1.8 | 1.5 | 1.9 | 2.6 | 1.8 | 1.7 | 2.7 | 2.3 | 2.5 | 2.6 | 3.2 | 5.0 | 2.4 | 2.0 | 2.0 | 2.8 | 2.7 | 2.9 | 2.5 | 2.2 | 2.5 | 2.5 | 2.4 | 3.3 | 2.7 | 4.1 | 2.9 | 2.5 | 2.4 | 2.5 | 2.9 | 3.1 | 5.7 | 3.5 | 0.0 |
Treynor Ratio | NA | -0.07 | -0.01 | -0.03 | 0.0 | 0.01 | NA | NA | 0.02 | 0.02 | -0.1 | 0.01 | 0.04 | 0.06 | -0.01 | 0.05 | 0.0 | 0.03 | 0.08 | -0.02 | 0.05 | 0.1 | 0.03 | 0.1 | -0.05 | -0.02 | 0.01 | 0.0 | 0.03 | 0.04 | 0.08 | 0.02 | 0.05 | -0.06 | 0.02 | 0.04 | 0.01 | 0.1 | -0.07 | 0.08 | 0.06 | 0.1 | 0.02 | 0.05 | 0.01 | -0.06 | 0.14 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | NA |
Beta | NA | 0.92 | 0.96 | 0.93 | 1.01 | 0.98 | NA | NA | 0.86 | 0.96 | 0.92 | 0.9 | 1.05 | 0.92 | 0.79 | 0.81 | 0.97 | 0.84 | 0.82 | 0.88 | 1.01 | 1.0 | 0.94 | 0.97 | 0.92 | 0.94 | 0.86 | 0.79 | 0.76 | 0.87 | 0.92 | 0.93 | 0.93 | 0.98 | 0.97 | 0.94 | 0.85 | 0.79 | 0.92 | 0.9 | 0.8 | 0.68 | 0.61 | 0.69 | 0.69 | 0.69 | 0.54 | NA |
RSquared | NA | 0.89 | 0.91 | 0.91 | 0.95 | 0.92 | NA | NA | 0.79 | 0.91 | 0.94 | 0.69 | 0.99 | 0.78 | 0.75 | 0.82 | 0.89 | 0.75 | 0.73 | 0.9 | 0.82 | 0.87 | 0.89 | 0.91 | 0.89 | 0.79 | 0.85 | 0.83 | 0.92 | 0.89 | 0.89 | 0.87 | 0.87 | 0.83 | 0.87 | 0.89 | 0.9 | 0.89 | 0.9 | 0.84 | 0.8 | 0.65 | 0.64 | 0.55 | 0.54 | 0.48 | 0.36 | 0.0 |
Yield(%) | N/A | 0.6 | 2.3 | 1.8 | 2.1 | 2.5 | 3.0 | 3.1 | N/A | 2.5 | 1.4 | 1.4 | 2.3 | 2.8 | 2.9 | 2.5 | 3.5 | 2.6 | 3.2 | 4.1 | 2.5 | 3.7 | 3.6 | 3.9 | 3.7 | 4.6 | 4.6 | 4.5 | 4.5 | 4.5 | 4.9 | 4.6 | 4.8 | 4.5 | 4.5 | 4.6 | 4.5 | 5.3 | 4.4 | 4.9 | 5.8 | 6.0 | 6.0 | 6.2 | 6.0 | 5.7 | 6.2 | 0.1 |
Dividend Growth(%) | N/A | -75.0 | 15.8 | -27.3 | -29.7 | -36.5 | -40.5 | N/A | N/A | 60.0 | 0.0 | -37.5 | -14.3 | -3.4 | 16.0 | -30.6 | 38.5 | -18.8 | -25.6 | 65.4 | -27.8 | 2.9 | -2.8 | -2.7 | -22.9 | 0.0 | 0.0 | 0.0 | 0.0 | -5.9 | 6.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -9.4 | 10.4 | -7.7 | -13.3 | 0.0 | 0.0 | -1.6 | 1.7 | 0.0 | -3.2 | 6100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/1986
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